Early in his 30+ year career, Chuck recognized the value in becoming a financial problem solver for clients, and is an early graduate of the College of Financial Planning. He is a CERTIFIED FINANCIAL PLANNER™ professional, and is licensed as an Investment Advisor with the Commonwealth of Virginia. In addition, he has been active in the National Association of Securities Dealers (now FINRA), where he served on the District 7 Committee and the Consultative Committee.
Chuck has extremely broad and deep experience in the financial-services industry, and has been an active and accomplished speaker/lecturer for corporations such as General Electric, civic groups such as Kiwanis, Rotary, and Lions Clubs, and various colleges and universities. He is married with 3 grown children, and interested in family, lifetime learning and improvement, Economics and Capital Markets, sailing, tennis, biking, travel, and technology.
Chuck Roberts is a pioneer assisting people in reaching their goals through financial and investment planning. In addition to earning a BA with honors in Economics at the Pennsylvania State University, he also graduated from the Securities Industry Institute at The Wharton School of the University of Pennsylvania.